YourBooks is a best in class software to help you to manage all your finances on one platform. YourBooks is specially designed for all the CA’s, Small Mid Size Businesses, Start-ups & Enterprises. So either you are an individual CA or a Start-up or even a bigger giant business. Our accounting software will help you manage all the sales records, generate unlimited invoices & also automate your GST filing.
Following are few of the opportunities to explore from the wide range of services we have.
1. The whole month story on a single page – When you login to the application, you can see invoices, quotations, payments received, expenses of the company, everything on a single page along with comparison of the same with previous month.
2. Create Invoice in 30 seconds – You can create a professional looking,GST compliant invoice in less than 30 seconds. You can add a client once and choose it for the rest of your life to raise him/her invoice. You can directly email quotations or invoices from the system to your client.
3. E-Invoice and E-way Bill: Now create an E-Invoice or E-way bill simple with a click. You need not to visit government portal to create an E-Invoice but we will do it for you. A QR code will be generated for you e-invoice and the information will be saved on govt portal as per the complance. P.S govt has made mandatory to create e-invoice for a company with turnover of more than 10 Cr (per annum).
4. Adding a client is a cake walk – To add a new client to raise invoice or quotation has never been so easy. You just need to put its GST number and we will fetch its details from the govt and fill its legal address for you. It takes less than 30 seconds to add a new client and then use it thereafter. You can see a list of your existing clients and search among them too.
5. Sharing quotation and invoice on the go : You can share quotations and invoices on the go. We have mobile apps (Android and IOS) too to share invoices and quotations on the go.
6. Track Payment – You or anyone from the team can easily track payments received against invoices your company raised. You can set up an automatic reminder of payments, which will get triggered if payment is not received within a time frame. You can set a number of days after which an automatic reminder should go to your client.
7. Convert Quotation to Invoice in a click : Once your client agrees for a quotation, you need not to fill all values again to raise him an invoice but just click a button to do so. Though you can change values or offer a discount over that, if you want to.
8. Manage Expense – “A rupee saved is a rupee earned”. Now manage your expenses along with fixed expenses of your business and track them well to increase your profit. You can add expenses with a click of a button from GSTR2B (input tax credit) , which we get directly from the government portal.
9. Manage Inventory – Now manage your inventory well with YourBooks. You can add your product, a store and category of the product. You can also configure a reminder email/message to be received when the quantity of the product goes below the threshold. The product can be chosen easily while creating the invoice/quotation.
10. Authorise CA – You can authorise your CA to view your data and file gst on your behalf. He can download a list of invoices, payments received and expenses from the system for his own records or maintain in any third party software e.g. Tally.
11. Cloud based – Forget the dependency of a desktop or laptop to generate invoice and quotation. YourBooks is a cloud based software, which can be used from mobile, laptop from anywhere in the world. You need not to worry about your data too. It uses 100% encrypted data which can never be lost. Stay free from losing your financial data.